Thanks for that Madbutcher. I get all that. Its exactly the sort of stuff I love, especially the cultural aspects and why I love and own ARB and to a lesser extent also own PTM, FLT and ONT (ONT was a recent addition), among a few others.
I have no doubt that culture is a crucial quality that can reduce the chances of dumb things being done to diminish the moat. But I'm not sure that culture IS the moat. So I guess I'm asking what is its moat and how sustainable is it going forward. Remember what Buffet says (to paraphrase), when good management meets a poor business, it's usually the business that keeps its reputation intact!
Thanks for that Madbutcher. I get all that. Its exactly the sort...
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add REH (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$24.38 |
Change
0.660(2.78%) |
Mkt cap ! $18.39B | |||
| Open | High | Low | Value | Volume |
| $24.09 | $24.38 | $23.83 | $11.28M | 464.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 11498 | $24.37 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $24.43 | 1975 | 3 |
View Market Depth
| Last trade - 16.10pm 22/11/2024 (20 minute delay) ? |
| REH (ASX) Chart |
